The Free Global Macro Dashboard.
A regime-aware view of the global economy — seven Repricing pillars plus the Cycle overlay, dozens of indices, a published forecast ledger. The data is open. The framework is open. We track the structural shift from a generic-access world (1991–2020) to a specific-access one — multi-polar credit, contested reserves, a real fiscal cost on the security state, a parallel digital-money stack, the AI / compute build-out — so you can read the regime yourself, in real time.
Get the free Regime Letter →What's on the dashboard
Seven Repricing pillars
Energy · Reserves · Dollar System · Security · Money · Food · AI / Compute. Each composite is walk-forward z-scored and percentile-banded. No look-ahead. Nightly rebuild.
Cycle overlay (BCI)
The Business Cycle Index sits alongside the seven pillars as the precondition — a 61-indicator dynamic factor model answering one question: is the generic expansion still running underneath?
Composite indices
Recession Ensemble · Global BCI · Credit-Cycle Melt-Up Monitor. Cross-pillar reads of regime stress, business-cycle position, and credit-cycle exuberance.
Published nowcasts
Inflation · Wage · INDPRO. Every prediction logged on the Calibration Ledger against actuals. Forecasts as a falsifiable product, not a vibe.
Sanctions watch
25,628 entities across 11 US sanctions / export-control lists. Russia EO14024, Iran, CMIC, BIS Entity List — the live locality boundary.
Uncertainty + sentiment
EPU · TPU · GPR · Fedspeak hawkishness · CFTC positioning · stablecoin flows. The event-flow on top of the structural pillar state.
The bi-weekly Regime Letter
Free email, ~2× per month. Where each pillar sits, what shifted, what to watch. Email gate only — no payment, ever, until we say otherwise.
The thesis
The Repricing of Locality. The 1991–2020 generic-access regime is being repriced into a specific-access regime along seven structural axes. Oil is no longer one global price; the dollar's reserve status is no longer uncontested; the plumbing of offshore dollar markets is being re-architected; the fiscal room for the security state is gone; a non-sovereign Eurodollar is building a parallel liquidity stack on stablecoin rails; calories trade like crude as agricultural geography fragments; the AI / compute build-out is concentrating into a few sovereigns and a few firms. Every Repricing pillar measures one axis, independently, with no shared latent factor. When two or more read stretched, the composite thesis is live. The Business Cycle Index sits alongside as the overlay — the precondition that tells you whether a generic expansion is still running.
Each composite is built on published canon — Stock-Watson dynamic factor models, Kilian oil-shock decomposition, Caldara-Iacoviello GPR, Farhi-Maggiori reserve-currency theory — standardized walk-forward with ALFRED first-release vintages where available. No curve-fit weights. No redacted methodology. The data is free and the framework is documented. If you can read a chart, you can read this dashboard.